360 FINANCIAL (CRD# 168600) is an SEC-Registered Investment Advisor (RIA), headquartered in Minnetonka, MN. The SEC approved the firm to operate as an RIA in Aug 2013. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $222.4 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
360 FINANCIAL also reported in Mar 2018:
  • 11 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
360 FINANCIAL has no disclosure events reported to the SEC at this time.

View 360 FINANCIAL's most recent Form ADV filing

360 FINANCIAL has Notice Filings with the following State Securities Authorities: AZ-Mar 2017, CA-Mar 2017, FL-Mar 2018, MN-Aug 2013, TX-Aug 2013 , WI-Jan 2015

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.